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Claire Coe Smith

Regulators in the US and Europe have different priorities when it comes to NAV loans and subscription lines.
Pendulum
A growing number of mainstream players are committing to impact strategies.
Factory emitting pollution
Engagement over ESG takes priority as fund managers try to balance the US and Europe divide.
Firms are increasingly looking for private debt professionals who can offer them ‘the whole package’, but a dearth of specialist talent is highlighting the challenges of hiring.
Fund managers are starting to employ AI but are barely beginning to consider vast untapped opportunities.
The first half of 2024 has seen bumper fundraising for private debt’s number one strategy, with attention being drawn to a possible M&A revival.
Collateralised loan obligations are growing in popularity across the equity and credit markets, but some areas are gaining more traction than others.
Differentiation has become the buzzword as institutional LPs look to build out their private credit strategies.
Asset-backed lending taps underlying loans that were previously the domain of banks.
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